A.H.N Letter

for Your Industry News

Vol. 116
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์•ˆ์ค€ํ˜ธ ๐Ÿ“ง

๋‘์‚ฐ์—๋„ˆ๋นŒ๋ฆฌํ‹ฐ

๊ณต๊ฐœ

June 3, 2023




PART 1. ๋ฐ์ดํ„ฐ๋ถ„์„, ์ธ๊ณต์ง€๋Šฅ

JPMorgan is developing a ChatGPT-like A.I. service that gives investment advice


๊ธฐ์‚ฌ๋งํฌ

๊ฒฐ๊ตญ ์ด๋Ÿฐ๊ฒŒ ๋‚˜์˜ฌ ์ค„ ์•Œ์•˜์Šต๋‹ˆ๋‹ค.

๋ฏธ๊ตญ ํˆฌ์ž์€ํ–‰์ธ JPMorgan์—์„œ chatGPT ๊ธฐ์ˆ ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ์ฃผ์‹์„ ๋ถ„์„ํ•˜๊ณ  ๊ณจ๋ผ์ฃผ๋Š” ์ธ๊ณต์ง€๋Šฅ ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•  ์˜ˆ์ •์ด๋ผ ํ•ฉ๋‹ˆ๋‹ค.

์ด์ œ ์• ๋„๋ฆฌ์ŠคํŠธ๋“ค์€ ๋ญ˜ ํ•ด์•ผ ํ• ๊นŒ์š”?

JPMorgan์€ ์ด ์„œ๋น„์Šค๋ฅผ ์œ„ํ•ด 1500์—ฌ๋ช…์˜ Data scientist๋“ค๊ณผ Machine learning engineer๋“ค์ด GPT ๊ธฐ์ˆ ์„ ํ™œ์šฉํ•˜์—ฌ ํ…Œ์ŠคํŠธํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ๋ฐํžŒ ๋ฐ”๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค.

์ด ์„œ๋น„์Šค๋Š” IndexGPT๋กœ ๋ช…๋ช…๋  ๊ฒƒ์ด๊ณ  ์ฃผ์‹์„ ๊ณจ๋ผ์ฃผ๋Š” AIํ”„๋กœ๊ทธ๋žจ์ด ๋˜์–ด LLM(๋Œ€๊ทœ๋ชจ ์–ธ์–ด๋ชจ๋ธ)์— ๊ธฐ๋ฐ˜ํ•œ ๊ธˆ์œต์ž๋ฌธ ์„œ๋น„์Šค๋ฅผ ๋‚ด๋†“๋Š” ์ฒซ๋ฒˆ์งธ ๊ธˆ์œตํšŒ์‚ฌ๊ฐ€ ๋  ๊ฒƒ์ž…๋‹ˆ๋‹ค.

๊ธˆ์œต๋ถ€ํ„ฐ ๋ฒ•๋ฅ , ์˜๋ฃŒ๊นŒ์ง€ ๊ธฐ์กด ์„ฑ๊ณตํ•œ ์‚ฌ๋žŒ๋“ค์˜ ์ง์—…์ด AI์— ์˜ํ•ด ๋น ๋ฅด๊ฒŒ ๋ฌด๋„ˆ์ ธ ๋‚ด๋ฆฌ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.





PART 2. ์ „๋ ฅ์‚ฐ์—… ๋™ํ–ฅ


Eye-popping new cost estimates released for NuScale small modular reactor


๊ธฐ์‚ฌ๋งํฌ


SMR์€ ๊ณต์žฅ์—์„œ ์ฐ์–ด๋‚ด๋“ฏ ๋งŒ๋“ค ์ˆ˜ ์žˆ๊ณ  ์„ค์น˜๊ฐ€ ๋น„๊ต์  ๊ฐ„๋‹จํ•˜๊ธฐ ๋•Œ๋ฌธ์— ๋ฐœ์ „๋‹จ๊ฐ€๊ฐ€ ๋‚ฎ์•„์งˆ ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€ํ–ˆ๋Š”๋ฐ NuScale๊ณผ the Utah Associated Municipal Power Systems (UAMPS)๊ฐ€ ๋ฐœํ‘œํ•œ ๋‚ด์šฉ์— ๋”ฐ๋ฅด๋ฉด ๊ฐ€๊ฒฉ์ด ๊ฑฐ์˜ ๋‘๋ฐฐ๊ฐ€ ์˜ฌ๋ž์Šต๋‹ˆ๋‹ค.

โ€™21๋…„๊นŒ์ง€๋งŒํ•ด๋„ $58/MWh์ด์—ˆ๋˜ ์ œ์ž‘๋น„์šฉ์ด ๊ฐ‘์ž๊ธฐ $89/MWh๊นŒ์ง€ ์น˜์†Ÿ์•˜์Šต๋‹ˆ๋‹ค.

$89๋„ IRA๋ฒ•์•ˆ์œผ๋กœ ์ธํ•œ $30์ง€์›์„ ๋ฐ›๋Š” ๊ฒƒ์ž„์„ ๊ฐ์•ˆํ•œ๋‹ค๋ฉด ์‹ค์ œ ๊ฐ€๊ฒฉ์€ $119๊นŒ์ง€ ๊ฑฐ์˜ ๋‘๋ฐฐ๊ฐ€ ์˜ค๋ฅธ ๊ฒƒ์ž…๋‹ˆ๋‹ค.

์ผ๋‹จ ์ฃผ์š” ์›์ธ์œผ๋กœ ์ธํ”Œ๋ ˆ์ด์…˜์œผ๋กœ ์ธํ•œ ๊ณต๊ธ‰๋ง ์ฐจ์งˆ๊ณผ ์›์ž์žฌ ๊ฐ€๊ฒฉ์œผ๋กœ ์˜ฌ๋ž๋‹ค๊ณ  ํ•˜๋Š”๋ฐ ์ผ์‹œ์ ์ธ ์ƒ์Šน์š”์ธ์ผ์ง€, ๋Œ€ํ˜• ์›์ „๊ณผ ๊ฐ™์ด ๊ณ„ํš๊ณผ ๋‹ฌ๋ฆฌ ์‹œ๊ฐ„๊ณผ ๋น„์šฉ์ด ์ง€์†์ ์œผ๋กœ ์ƒ์Šนํ• ์ง€ ๋ˆˆ์—ฌ๊ฒจ ๋ด์•ผ ํ•  ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค.



It also includes an โ€œaccelerated caseโ€ where growth reaches 500GW this year


์ด์ฏค๋˜๋‹ˆ ์ด์   IEA๊ฐ€ ๋ฉ์ฒญํ•œ ๊ฒƒ์ธ์ง€, ์•„๋‹ˆ๋ฉด ์ง„์งœ ์ „๋ฌธ๊ฐ€๋“ค์ด ์˜ˆ์ƒ์กฐ์ฐจ ํ•  ์ˆ˜ ์—†์„ ์ •๋„๋กœ ๋น ๋ฅด๊ฒŒ ์„ฑ์žฅํ•˜๋Š” ๊ฒƒ์ธ์ง€ ํ—ท๊ฐˆ๋ฆฌ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

์ง€๋‚œ ์ฃผ์—๋„ ๋ง์”€๋“œ๋ฆฐ IEA๊ฐ€ ๋˜ ๋‹ค์‹œ ๋Œ€์ฐจ๊ฒŒ ๊นŒ์ด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

์ „ํ†ต์ ์ธ ๋ฐœ์ „์›์„ ์˜นํ˜ธํ•˜๋Š” ์ชฝ์— ์žˆ๋‹ค๊ฐ€ ์žฌ์ƒ์—๋„ˆ์ง€์— ๋Œ€ํ•œ ์ „๋ง์„ ๊ธ์ •์ ์œผ๋กœ ํ•˜๋ฉด์„œ ์ด์ œ ๋‹ฌ๋ผ์กŒ๋‚˜ํ–ˆ๋Š”๋ฐ, ๋ถˆ๊ณผ 6๊ฐœ์›” ์ „ ์˜ˆ์ธก๋ณด๋‹ค ๋ฌด๋ ค 24%๋ฅผ ๋„˜์–ด์„œ๋Š” ์žฌ์ƒ์—๋„ˆ์ง€๊ฐ€ ๊ณต๊ธ‰๋˜์—ˆ์Šต๋‹ˆ๋‹ค.

์ด์ œ ๋…„๊ฐ„ ์žฌ์ƒ์—๋„ˆ์ง€ ์„ค์น˜ ์šฉ๋Ÿ‰์ด 0.5TW๊ฐ€ ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.

ํƒ„์†Œ์ค‘๋ฆฝ์ด ์–ด๋ ค์šธ ๊ฒƒ ๊ฐ™์•˜๋Š”๋ฐ ์š”์ฆ˜ ์›€์ง์ž„์„ ๋ณด๋ฉด ์˜ˆ์ „ ์šฐ๋ฆฌ์˜ ๋ชฉํ‘œ๊ฐ€ ๋„ˆ๋ฌด ๋А์Šจํ–ˆ๋˜ ๊ฒƒ์ด ์•„๋‹Œ๊ฐ€ ํ•˜๋Š” ์ƒ๊ฐ์ด ๋“ค ์ •๋„์ž…๋‹ˆ๋‹ค.





PART 3. ์ „๋ ฅ์‹œ์žฅ


Wordcloud for Energy



์ „๋ ฅ๊ณ„ํ†ต

์—†์Œ


best regards,
J.H



Industry News?
๋งค์ฃผ ๋ฐ์ดํ„ฐ ๋ถ„์„, ์ธ๊ณต์ง€๋Šฅ, ์ „๋ ฅ์‚ฐ์—…์˜ ์ƒˆ๋กœ์šด ์†Œ์‹๊ณผ ์‚ฐ์—…๊ณ„ ๋™ํ–ฅ์„ ๊ณต์œ ํ•˜๋Š” ๋‰ด์Šค๋ ˆํ„ฐ์ž…๋‹ˆ๋‹ค.
Feedback์€ ์–ธ์ œ๋ผ๋„ ํ™˜์˜ํ•ฉ๋‹ˆ๋‹ค.
๐Ÿ“ซ junho.ahn@doosan.com



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